Golden Door Asset

01 · Who owns it

The software investor book

391 software names, with every line from the 13F information table. 41 active filers in the default cut, plus 46 private firms that do not show a material 13F. Net bought is the change in shares at the prior quarter’s close. This page is Q4 2022, not the latest extract.

Q4 2022 · ended 31 December 2022 · compared with 30 September 2022

Bought the most software

  1. Norges Bank+$40.2B
  2. Morgan Stanley+$8.5B
  3. BlackRock+$7.6B
  4. Barclays+$4.0B
  5. Kayne Anderson Rudnick Investment Management+$3.4B
  6. JPMorgan Chase+$2.7B

Sold the most software

  1. Gqg Partners−$2.0B
  2. Massachusetts Financial Services CO−$1.9B
  3. Tiger Global Management−$1.6B
  4. Bank of America−$1.4B
  5. Legal & General−$1.1B
  6. Capital World Investors−$910M

Largest line changes

Specialists and crossovers only. Each figure is one name’s share change at the prior close. The lists above stay the whole sleeve, including the index filers.

41 firms